Zoho CRM- For Everybody
July 05, 2024

Zoho CRM- For Everybody

Sanjay Singh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM as our source of truth. It is where all out customer data is inputted. Zoho CRM helps us solve the problem of consolidation of data into one central unified system where we can see all interactions by uses related to that specific client. Our use case is IT service management as Zoho CRM works well for this.

Pros

  • Unified Pane of Glass
  • Simplifies Data consolidated
  • Has a great mobile app

Cons

  • It could intergrate more calling vendors. In SA it's difficult to find a Zoho CRM partner that offers SIP trunks
  • The GUI could be more modernised
  • More Automations.
  • Very much ease on doing business
  • Increased ROI
  • Value for price
HubSpot is nice but Zoho CRM is better
More features
Cost effective
Build in modules for All in one solution.

Do you think Zoho CRM delivers good value for the price?

Yes

Are you happy with Zoho CRM's feature set?

Yes

Did Zoho CRM live up to sales and marketing promises?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

When we prospect, Zoho CRM can intergrate with 3rd party software so that makes it awesome and saves time.It also had good enrichment.

Less appropriate - certain B2B lead data providers need zapier migrate data

Zoho CRM Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
7.0
Case management
9
Call center management
5
4.5
Lead management
6
Email marketing
3
9.3
Task management
10
Billing and invoicing management
8
Reporting
10
9.7
Forecasting
10
Pipeline visualization
9
Customizable reports
10
7.3
Custom fields
10
Custom objects
9
Scripting environment
6
API for custom integration
4
7.0
Role-based user permissions
7
Single sign-on capability
7
6.0
Social data
5
Social engagement
7
8.5
Marketing automation
10
Compensation management
7
10.0
Mobile access
10

Comments

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